Susan Baran
Wealth Advisor
- Role
- Wealth Strategist at Johnson Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Susan Baran
I am an attorney and CFP® professional at Johnson Financial Group. I work with other…
Experience
Wealth Strategist
Nov 2024 — Present
Education
Marquette University Law School
J.D.
University of Wisconsin-Milwaukee
M.S.
University of Wisconsin-Whitewater
B.A.
Skills
- Community Outreach
- Community Development
- Grant Writing
- Trusts
- Grants
- Volunteer Management
- Annual Giving
- Program Development
- Strategic Planning
- Nonprofits
- Stewardship
- Philanthropy
- Fundraising
- Planned Giving
- Board Development
- Estate Planning
- Estate Tax Planning
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